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Intergy Private Wealth, LLC

Q2 2022 Holdings

Filed 2022-07-13 | 61 holdings | $126.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Index FDS(VUG)GROWTH ETF922908736$3.3K14,8812.6%
Vanguard BD Index FDS(BIV)INTERMED TERM921937819$3.4K44,3112.7%
Ishares TR(IJS)SP SMCP600VL ETF464287879$3.6K40,1402.8%
Vanguard Index FDS(VV)LARGE CAP ETF922908637$4.3K25,1333.4%
Vanguard Intl Equity Index F(VT)TT WRLD ST ETF922042742$4.4K51,3733.5%
Spdr DOW Jones Indl Average(DIA)UT SER 178467X109$4.5K14,6513.6%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$5.1K162,3874.0%
Ishares TR(ICF)COHEN STEER REIT464287564$7.9K129,8296.2%
Vanguard Tax-Managed Intl FD(VEA)VAN FTSE DEV MKT921943858$9.0K221,6077.1%
Schwab Strategic TR(SCHD)US DIVIDEND EQ808524797$14.7K205,60511.6%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$29.0K103,42222.9%
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